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Insert Steps - Template

  1. Insert a Template step in Dashboard Design by accessing the Manage Steps tab and selecting Task:

The Add Template Steps dialog displays, as shown below:

Important: Inherit from Doer and Inherit from Responsible are only available when adding an Template Step to a child step that already has a Doer and Responsible assigned to the parent step.

  1. Choose the template placement in the Workflow Tree.

  2. To add the template to multiple steps, choose the desired steps from the Also Apply To drop-down.

  3. To inherit the Doer from the parent step, select INHERIT. Or, select OVERRIDE to manually select a Doer after the Template Step is created.

  4. To inherit the Responsible from the parent step, select INHERIT. Or, select OVERRIDE to manually select a Responsible after the Template Step is created.

  5. Then, select the steps you want to insert by selecting the corresponding check box.

  6. Finally, select Add.

For information about Template Step Settings, see Template Step Settings.
Published:

Insert Steps - Template

  1. Insert a Template step in Dashboard Design by accessing the Manage Steps tab and selecting Task:

The Add Template Steps dialog displays, as shown below:

Important: Inherit from Doer and Inherit from Responsible are only available when adding an Template Step to a child step that already has a Doer and Responsible assigned to the parent step.

  1. Choose the template placement in the Workflow Tree.

  2. To add the template to multiple steps, choose the desired steps from the Also Apply To drop-down.

  3. To inherit the Doer from the parent step, select INHERIT. Or, select OVERRIDE to manually select a Doer after the Template Step is created.

  4. To inherit the Responsible from the parent step, select INHERIT. Or, select OVERRIDE to manually select a Responsible after the Template Step is created.

  5. Then, select the steps you want to insert by selecting the corresponding check box.

  6. Finally, select Add.

For information about Template Step Settings, see Template Step Settings.
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